A contributing factor to the firm's favorable rating is its impressive track record of endurance. The Thrivent 10-year success ratio is 70%, meaning that over the period, 70% of its products have survived and beaten their respective category median. A high success ratio indicates good performance and provides insight into a firm’s discipline around investment strategy and product development. The firm stands out in its commitment to investor values by offering an open-end and exchange-traded product lineup at a low cost. On average, the firm charges fees on its funds that are within the second cheapest quintile of its category. Thrivent has seen some disruption among its portfolio management ranks in the past five years, denoted by elevated turnover compared to peer asset-management firms. Long-term stability tends to support positive results.
How Two Thrivent Managers Craft a Successful Small-Cap Stock Portfolio
A look into their process.